Orals Preparation, Strategy & Execution Specialist - Associate Director

EY • Charlotte, NC

3d • $178,600 - $401,800

About The Position

The Orals Prep, Strategy & Execution (OPS&E) Specialist at the Associate Director level helps teams prepare and execute Orals for the firm’s most strategic, complex, and largest pursuits, including business or IT transformation, managed services, and commercially complex deals. The role focuses on designing, choreographing, and helping pursuit teams deliver distinctive Orals performances and client experiences that reinforce EY’s win strategy and differentiation.

The specialist shapes and executes the Orals strategy and approach, including messaging tactics, performance choreography, coaching on communication techniques and style, and creative ideas to elevate the experience. The role leads the preparation and execution process, develops team confidence and alignment, responds to evaluator engagement during presentations, and leads post-Orals debrief and conversion planning.

The position is based in one of the listed U.S. locations and requires occasional travel, up to 50%, depending on client locations.

Requirements

• Bachelor’s degree (BA/BS or equivalent four-year degree).
• At least 11 years of relevant experience.
• Significant Orals experience and insights in preparation and execution.
• Ability to design Orals strategy and collaborate with account and pursuit leadership to deliver differentiated performances.
• Ability to establish best-practice frameworks, processes, and tools for the capability.
• Ability to provide leadership, coaching, and mentoring to pursuit team members.
• Ability to build clarity and confidence with account and pursuit teams.
• Ability to shape choreography that amplifies sales messages and enhances the client experience.
• Occasional travel up to 50%, depending on client locations.
• Skills in stakeholder management, pursuit communications, production of pursuit materials, client relationship management, project management, leadership and development, effective presentations, presentation coaching, sales strategy and planning, client service excellence, and client interviewing.

Nice To Haves

• Master’s degree.
• Orals expertise and significant experience and insights, together with a highly creative mindset for positioning the firm’s distinctive value proposition during Orals execution.
• Ability to develop metaphors and other communication techniques to articulate the firm’s unique selling proposition.
• Ability to provide thought leadership and innovation to teach others how to plan and execute a differentiated Orals performance.

Responsibilities

• Elevate Orals preparation and execution as part of the firm’s Gold Standard Pursuit Process (GSPP).
• Design the Orals strategy and approach, collaborating with key EY participants to prepare and execute a differentiated performance.
• Engage and galvanize account and pursuit teams to present with confidence and energy.
• Own and drive the process of developing and executing the Orals performance.
• Provide leadership, coaching, and mentoring to pursuit team members.
• Coach presenter performance, build executive presence and confidence, strengthen team alignment, assess evaluator engagement during Orals, and adjust pacing and messaging as needed.
• Lead post-Orals debrief and conversion strategy, capturing client reactions, vulnerabilities, and competitive signals, and help shape follow-up communications and executive outreach.
• Develop and apply choreography that amplifies sales messages and enhances the client experience.
• Establish best-practice frameworks, processes, and tools for Orals preparation and execution.
• Provide thought leadership and innovation to help others plan and execute differentiated Orals performances.

Benefits

• Medical and dental coverage.
• Pension and 401(k) plans.
• Flexible vacation policy.
• Paid holidays.
• Winter and summer breaks.
• Personal and family care time off.
• Other leaves of absence to support physical, financial, and emotional well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Director